Send new prospect referral email to partner sales team

Your new qualified deals sent to partners often lack contact and deal context, delaying follow-up and wasting momentum. You receive concise referral emails so partners can act same day.

Workflow preview:

Zap details:

Overview

When marketing-qualified deals route to partners without context, partner follow-up stalls and leads cool. This workflow delivers concise referral emails to partner managers within minutes of deal creation, so partners can contact prospects the same day.